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SATS (SATS SP)
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144
Analysis
Industrials
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Singapore
SATS Limited provides integrated ground handling and in-flight catering services at Singapore Changi Airport. The Company also provides aviation security, airline laundry, and airport cargo delivery management services.
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bullish
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Comfortdelgro Corp
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05 Apr 2021 00:31
Comfort Delgro (CD): Zig and EV Charging Station
Dubbed as the proxy to Singapore's tourism and residents' transport provider stock, the foray into the EV charging station and Smart and...
Henry Soediarko
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320 Views
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bullish
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Airports of Thailand
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31 Mar 2021 00:56
Airport of Thailand (AOT): Tourists, Come Back.
The quarantine requirements will be waived for vaccinated foreign visitors arriving on the resort island of Phuket from July 1, the first...
Henry Soediarko
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220 Views
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bullish
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Thematic (Sector/Industry)
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29 Nov 2020 06:28
2021 High Conviction: Singapore Travel Names in Bumpy Recovery
Long ComfortDelgro as it has less risk to the increase in pandemic unlike Singapore Airlines and SATS (whose valuations have run ahead despite the...
Henry Soediarko
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369 Views
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bullish
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Airports of Thailand
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20 Oct 2020 10:07
Airport of Thailand (AOT): Soon or Later?
The Thai government is in talks with China to exempt Chinese tourists from the 14-day quarantine by 2021. The protest will bring weakness to the...
Henry Soediarko
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257 Views
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bullish
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Cross Asset Strategy
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31 Aug 2020 19:48
The Week that Was in ASEAN@Smartkarma - Ace Hardwear, Thai Macro, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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309 Views
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